Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
11,090
shares
|
$2.21 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
11,048
shares
|
$2.2 Million
1.01% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
10,850
shares
|
$2.16 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
10,756
shares
|
$2.14 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,727
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2025
Added 47.51%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
10,705
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2025
Added 51.69%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,560
shares
|
$2.11 Million
0.1% of portfolio
|
Q2 2025
Added 256.4%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,377
shares
|
$2.07 Million
0.24% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,314
shares
|
$2.06 Million
0.14% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,285
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
10,188
shares
|
$2.03 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,150
shares
|
$2.02 Million
0.35% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,111
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
10,081
shares
|
$2.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$2 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,016
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,850
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,832
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,820
shares
|
$1.96 Million
0.29% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
9,798
shares
|
$1.95 Million
0.83% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,675
shares
|
$1.93 Million
0.62% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
9,671
shares
|
$1.93 Million
0.68% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,642
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
9,514
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|